Freshsales

Updated 2 months ago ​by Sanne Stevens

GETTING STARTED GUIDE: How to set up a new connection? 
ALL FEATURES EXPLAINED: All our features/functionality explained in detail - no app-specifics. 

Freshsales is a full-fledged customer relationship management tool made for high-velocity sales teams with lead management and contact management with features such as built-in phone, integrated email, user behavior tracking, deal management, reporting and more.

Supported Freshsales Integrations


Authorizing Freshsales

For Freshsales, we need your API ID and API key: you can find both under 'settings' - ‘Freshsales API’ within your account. API access is available for all Freshsales users.



Don't worry, though, we treat your data securely with absolute confidentiality!

If you already authorized Freshsales in the past or in any other PieSync integration, you'll be able to skip this step and choose from your CONNECTED ACCOUNTS.



[IF] Supported Conditions/Filters

By default we'll sync any contact in your Freshsales list of contacts. PieSync does not sync leads or accounts.

 You can choose to have PieSync only sync a subset of these contacts:

  • Medium (free entry)
  • Open deals revenue
  • Owned by
  • Won deals revenue
  • has (no) Authority
  • has Open deals
  • has (not) been Contacted
  • marked as "Do not Disturb"
  • Lead score
  • a filter on FIELDS, including CUSTOM FIELDS

[THEN] Supported Actions

When you are syncing contacts into Freshsales, you can choose to have specific actions take place:

  • grant/revoke Authority
  • (un)mark as Do Not Disturb
  • update Medium
  •  update CONTACT FIELDS, including CUSTOM FIELDS

Default Field Mapping


Freshsales contact records offer ample fields to store contact information. Depending on the other app you're syncing with, a default mapping is proposed. This could look like this, on the left, Freshsales, on the right, Podio.

If you are expecting some Freshsales CRM fields to appear here and they are not, it is likely the other app does not support this field by default and they will have to be custom mapped.

PieSync syncs the default name field(s) that come with the apps. Sometimes they have a different structure in both apps you connect. E.g. first and last names are separate in app A and joint in one field in app B. In the background, PieSync joins first and last names together from app A to B and separates them again from app B to A. Our algorithm is smart about which part it updates in app B


Customizable Field Mapping

This feature allows you to create custom mappings, defining which contact fields should be kept in sync between your applications, including standard and custom fields. Want to know more about setting up custom fields in Freshsales? Find out here!

The customizable field mapping is set up and shown in the white part below the default field mapping in the configuration. You can add an unlimited amount of mappings and remove, enable/disable them anytime. More information on Customizable Field Mapping.

Additional Options

Syncing Unsubscribes/Deletions

The availability of this feature is app and connection dependent. Currently Freshsales does not support us detecting & syncing deletions



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